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| Name: |
HFR Wealth Management LLC |
| City: |
NISKAYUNA |
| State: |
NY |
| Zip: |
12309 |
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data |
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| Holdings
Found :
15 |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AMZN |
Amazon.com Inc |
1 |
- |
$183.54 |
$18,303,000 |
101,468 |
4.63% |
2,695,000 |
-1,258 |
0.001 |
Internet Software & S... |
|
|
CTAS |
Cintas Corp |
2 |
- |
$697.46 |
$17,798,000 |
25,906 |
4.5% |
2,046,000 |
-231 |
0.025 |
Business Services |
|
|
AAPL |
Apple Inc |
3 |
- |
$191.04 |
$16,620,000 |
96,923 |
4.2% |
-2,070,000 |
-152 |
0.001 |
Personal Computers |
|
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INTU |
Intuit Inc |
4 |
- |
$670.15 |
$15,131,000 |
23,278 |
3.83% |
513,000 |
-110 |
0.009 |
Application Software |
|
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TJX |
TJX Companies Inc |
5 |
- |
$97.79 |
$14,618,000 |
144,135 |
3.7% |
1,019,000 |
-831 |
0.012 |
Discount, Variety Stores |
|
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COST |
Costco Wholesale Corp |
6 |
- |
$793.00 |
$13,970,000 |
19,068 |
3.53% |
1,264,000 |
-181 |
0.004 |
Discount, Variety Stores |
|
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APH |
Amphenol Corp |
7 |
- |
$133.36 |
$13,839,000 |
119,973 |
3.5% |
1,883,000 |
-635 |
0.02 |
Diversified Electronics |
|
|
LII |
Lennox International Inc |
9 |
- |
$467.14 |
$13,274,000 |
27,158 |
3.36% |
1,103,000 |
-38 |
0.071 |
Appliances |
|
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SCHW |
Charles Schwab Corp |
11 |
- |
$78.66 |
$12,615,000 |
174,380 |
3.19% |
576,000 |
-604 |
0.01 |
Investment Brokerage ... |
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BRK.B |
Berkshire Hathaway B |
19 |
- |
$413.00 |
$10,496,000 |
24,959 |
2.65% |
1,574,000 |
-57 |
0.002 |
Property & Casualty I... |
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VLTO |
Veralto Corp |
36 |
- |
$98.62 |
$1,067,000 |
12,033 |
0.27% |
57,000 |
-246 |
0.005 |
N/A |
|
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CLX |
Clorox Co |
38 |
- |
$134.83 |
$671,000 |
4,381 |
0.17% |
-121,000 |
-1,170 |
0.003 |
Cleaning Products |
|
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DE |
Deere & Co |
51 |
- |
$391.48 |
$230,000 |
559 |
0.06% |
-27,000 |
-84 |
0 |
Farm & Construction M... |
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VZ |
Verizon Communications Inc |
53 |
- |
$40.12 |
$210,000 |
4,993 |
0.05% |
-156,000 |
-4,705 |
0 |
Telecom Services - Do... |
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UPS |
United Parcel Service Inc |
54 |
- |
$147.59 |
$208,000 |
1,400 |
0.05% |
-44,000 |
-200 |
0 |
AirDelivery & Freight... |
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